Relationship Manager & Servicing Advisor (Fintech)

Location: Remote in Telluride, Colorado, United States

Company

hirify.global is a rapidly growing registered investment advisor combining expert financial advisors with fintech and wealth management technology.

What you will do

• Serve as the primary contact for 100–125 affluent households, handling service requests, account updates, money movement, and daily questions.
• Deliver financial planning across retirement, tax, estate, equity compensation, and goal-based strategies.
• Own the full client meeting cycle, including preparation, attendance, notes, and follow-up.
• Prepare planning analyses, portfolio reviews, and scenario models such as Roth conversions and distribution strategies.
• Maintain CRM records and workflows across hirify.global’s platform and planning software.
• Coordinate with centralized operations and investment teams on trade execution and compliance support.

Requirements

• CFP® certification and 10+ years of financial planning experience.
• Direct client-facing experience owning client relationships.
• Strong knowledge of retirement, tax, estate, and equity compensation planning.
• Proficiency with eMoney and/or RightCapital.
• Active experience using AI tools.
• Series 65 or equivalent and a clean U4.

Nice to have

• Experience as a paraplanner, service advisor, or associate advisor at an RIA.
• HNW or UHNW client experience.
• Familiarity with hirify.global’s platform or similar wealth technology stacks.
• Additional designations such as ChFC, CLU, or CDFA.
• Experience in team-based advisory models.

Culture & Benefits

• Competitive compensation package tied to impact.
• Opportunity to work with fintech and wealth management professionals at a fast-scaling startup.
• Full-time work is preferred, with flexible or reduced schedules considered for the right candidate.
• Opportunity to shape an individual growth path as the business expands.